DS
CFP
DS
CFP

Denis Smirnov

13 Years of Experience
Tucson, AZ

Denis Smirnov is a CFP-designated registered investment advisor at Gordian Advisors, LLC, based in Tucson, AZ, with 13 years of industry experience. Denis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 103 clients with $270M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
103 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$265.2M

Fee Structure

Minimum Investment:$800K
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.80%
$1.0M - $3.0M0.60%
$3M+0.60%

Fees on portfolios over $3 million are negotiable. Clients who entered into a management agreement prior to March 1, 2018 may be charged under the terms described in Gordian's Form ADV disclosure in effect at that time. Multiple accounts within the same household may be aggregated in determining the fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2200 E. River Rd., Ste. 109, Tucson, AZ, 85718-6516

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Gordian Advisors, LLC
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
September 2010 - August 2011 · 11 mos
State Registrations1 state
AZ
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Denis Smirnov - Financial Advisor | TrueAdvisor